+69.4%
USAR vs PODD
-52.8%
+122.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -3.2% |
| 7D | -4.4% | -6.9% | +2.5% | -4.0% |
| 30D | -10.4% | -3.5% | -6.9% | -10.2% |
| 3M | -18.4% | -13.6% | -4.8% | -18.0% |
| 6M | -8.8% | -42.6% | +33.8% | -2.5% |
| YTD | +43.4% | -51.5% | +94.8% | +56.8% |
| 1Y | +21.0% | -60.9% | +81.9% | +36.0% |
| 3Y | +67.7% | -19.8% | +87.5% | +80.4% |
| All | +69.4% | -52.8% | +122.2% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling